(EIPX) First Trust - Performance 16.2% in 12m
EIPX performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
60.25%
#8 in Peer-Group
Rel. Strength
66.84%
#2518 in Stock-Universe
Total Return 12m
16.24%
#1 in Peer-Group
Total Return 5y
41.80%
#21 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 26.48 USD |
| 52 Week Low | 22.27 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 81.34 |
| Buy/Sell Signal +-5 | -0.93 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: EIPX (16.2%) vs XLE (0.8%)
5y Drawdown (Underwater) Chart
Top Performer in Equity Energy
Overall best picks of Peer Group - Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability | EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| RSPG NYSE ARCA Invesco SP500 Equal Weight |
3.69% | -0.44% | 203% | - | - | - | - | - |
| FENY NYSE ARCA Fidelity MSCI Energy Index |
5.12% | 1.47% | 182% | - | - | - | - | - |
| VDE NYSE ARCA Vanguard Energy Shares |
5.12% | 1.33% | 184% | - | - | - | - | - |
| IYE NYSE ARCA iShares U.S. Energy |
4.35% | 1.16% | 163% | - | - | - | - | - |
| XLE NYSE ARCA Energy Sector SPDR Fund |
4.4% | 0.78% | 172% | - | - | - | - | - |
| IXC NYSE ARCA iShares Global Energy |
6.09% | 2.95% | 146% | - | - | - | - | - |
| FTXN NASDAQ First Trust Nasdaq Oil |
5.43% | -4.03% | 178% | - | - | - | - | - |
| EIPX NYSE ARCA First Trust Exchange-Traded |
2.6% | 16.2% | 41.8% | - | - | - | - | - |
Performance Comparison: EIPX vs XLE vs S&P 500
XLE (Energy Sector SPDR Fund ETF) is the Sector Benchmark for EIPX
| Total Return (including Dividends) | EIPX | XLE | S&P 500 |
|---|---|---|---|
| 1 Month | 2.60% | 4.40% | 0.44% |
| 3 Months | 0.12% | -4.38% | 5.66% |
| 12 Months | 16.24% | 0.78% | 10.61% |
| 5 Years | 41.80% | 172.27% | 105.96% |
| Trend Score (consistency of price movement) | EIPX | XLE | S&P 500 |
|---|---|---|---|
| 1 Month | 81.4% | 73% | 83% |
| 3 Months | 17.2% | 0% | 77.5% |
| 12 Months | 66.9% | -29.6% | 43.1% |
| 5 Years | 95.7% | 92.9% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLE | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #28 | -1.72% | 2.16% |
| 3 Month | #11 | 4.70% | -5.25% |
| 12 Month | #1 | 15.34% | 5.09% |
| 5 Years | #1 | 33.29% | -15.01% |
FAQs
Does First Trust (EIPX) outperform the market?
Yes,
over the last 12 months EIPX made 16.24%, while its related Sector, the Energy Sector SPDR Fund (XLE) made 0.78%.
Over the last 3 months EIPX made 0.12%, while XLE made -4.38%.
Performance Comparison EIPX vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
EIPX vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.3% | 2.2% | 7.5% | 6% |
| US NASDAQ 100 | QQQ | 1.2% | 1.3% | 6.9% | 6% |
| German DAX 40 | DAX | 2.1% | 5.2% | -6.1% | -11% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.3% | 2.9% | 9.9% | 3% |
| Hongkong Hang Seng | HSI | 1.7% | -1.2% | -9.2% | -11% |
| India NIFTY 50 | INDA | 2.1% | 4.4% | 10.1% | 18% |
| Brasil Bovespa | EWZ | -1.3% | 1.1% | -15.2% | 6% |
EIPX vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.4% | 1% | 3.3% | -8% |
| Consumer Discretionary | XLY | 1.8% | 5.7% | 17.5% | -1% |
| Consumer Staples | XLP | 2.1% | 4.9% | 7.9% | 10% |
| Energy | XLE | -1.5% | -1.8% | 2.7% | 15% |
| Financial | XLF | 1.8% | 5.3% | 4.2% | -7% |
| Health Care | XLV | 2.9% | 3.4% | 11.5% | 24% |
| Industrial | XLI | 1.4% | 4% | 1.7% | -1% |
| Materials | XLB | 1.9% | 2.9% | 6.2% | 17% |
| Real Estate | XLRE | 1.2% | 3.2% | 3.9% | 3% |
| Technology | XLK | 0.7% | -0.4% | 5.9% | 10% |
| Utilities | XLU | 1.9% | 5% | 1.4% | -3% |
| Aerospace & Defense | XAR | 1.2% | -1.7% | -10.9% | -25% |
| Biotech | XBI | 2.3% | -1.1% | 18.1% | 24% |
| Homebuilder | XHB | 3.9% | 9.1% | 20.6% | 25% |
| Retail | XRT | 1.4% | 2.6% | 14.1% | 14% |
EIPX vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -9.4% | -17.5% | -3.17% | 13% |
| Natural Gas | UNG | -12.2% | -12.9% | -7.3% | 21% |
| Gold | GLD | 0.9% | -1.5% | -19.4% | -26% |
| Silver | SLV | -0.4% | -10.5% | -15.3% | -3% |
| Copper | CPER | -0% | -1.7% | -8.8% | 8% |
EIPX vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 0.9% | 1.5% | 9.7% | 20% |
| iShares High Yield Corp. Bond | HYG | 0.3% | 1.9% | 5.8% | 7% |